Core Viewpoint - Wedbush maintains an Outperform rating and a $150 price target for Oklo Inc., highlighting the company's strong positioning to capitalize on the increasing demand for nuclear energy driven by the rapid expansion of artificial intelligence data centers [1] Group 1: Company Positioning - Oklo is poised to benefit from a significant surge in energy requirements due to the global buildout of AI infrastructure, with computing power needs expected to increase tenfold by 2030 [1] - The company is seen as setting the stage for nuclear energy to become mainstream over the next decade [1] Group 2: Market Trends - The nuclear energy buildout is accelerating globally, with Oklo identified as a key beneficiary of this trend [2] - Oklo has been reaffirmed as part of Wedbush's "IVES AI 30" list, indicating its relevance in the context of AI and energy demands [2]

Key Points B. Riley upwardly revised its price target on Oklo stock. Oklo signed a memorandum of understanding with Battelle Energy Alliance. Investors with low risk tolerances will want to avoid Oklo stock at this point. 10 stocks we like better than Oklo › Investors have heralded the promise of advanced nuclear energy specialist Oklo (NYSE: OKLO) for much of 2025. Prior to the start of this week, Oklo stock had skyrocketed more than 1,000%. And it seems that optimism for the stock isn't entire ...

Core Insights - Oklo Inc is advancing its Idaho project at unprecedented speeds, likened to the Manhattan Project, focusing on building power data centers instead of weapons [1][4] - The Department of Energy's new fast-track authorization allows Oklo to begin construction without completing the lengthy NRC licensing process, significantly reducing regulatory risks [2][3] - Oklo plans to convert a government stockpile of plutonium into advanced reactor fuel, transforming a $20 billion liability into a valuable resource for the U.S. nuclear supply chain [3] Group 1: Project Development - Oklo's construction at the Idaho National Laboratory has commenced, with the goal of bringing the Aurora powerhouse online by 2027-2028 [2] - The company has been selected for three DOE Reactor Pilot Program projects, including a plutonium-fueled test system and a fuel fabrication facility [4] Group 2: Regulatory Environment - The DOE's new authorization framework allows Oklo to "move into build mode and iterate faster," effectively removing significant regulatory hurdles [2] - CEO Jacob DeWitte emphasized that the current approach enables simultaneous building, learning, and licensing, marking a new era for nuclear development [4]

Core Insights - ScanTech AI Systems Inc. participated in the World Nuclear Exhibition (WNE) in Paris, showcasing its advanced AI-powered security screening and imaging systems [1][3] - The exhibition attracted significant engagement from global decision-makers, indicating strong interest in ScanTech AI's technology within the nuclear and critical-infrastructure markets [3][4] - The company is nearing completion of a project with a major North American nuclear energy producer, demonstrating the successful integration of its SENTINEL® CT platform in the nuclear sector [4] Company Overview - ScanTech AI has developed advanced non-intrusive 'fixed-gantry' CT screening technologies that utilize proprietary AI and machine learning to detect hazardous materials and contraband [5] - The company's solutions are designed for high-security environments, including airports, seaports, borders, and government facilities [5] Industry Context - The World Nuclear Exhibition serves as a premier global gathering for the civil nuclear industry, covering various sectors including security infrastructure, energy generation, and decommissioning [2] - ScanTech AI's participation in WNE 2025 is seen as a pivotal milestone in its commercial strategy, reflecting the growing demand for AI-based inspection and imaging solutions in the nuclear industry [4]

America’s nuclear comeback is fueled by $80 billion — but not a single new reactor is close to turning on https://t.co/S4QFFmgbZB ...

The share price of Centrus Energy Corp. (NYSEAMERICAN:LEU) fell by 15.39% between November 3 and November 10, 2025, putting it among the Energy Stocks that Lost the Most This Week. Centrus Energy (LEU) Posts Lower-than-Expected Results in Q3 Centrus Energy Corp. (NYSEAMERICAN:LEU) is a trusted supplier of nuclear fuel and services for the nuclear energy industry. Centrus Energy Corp. (NYSEAMERICAN:LEU) dipped after posting lower-than-expected results for its Q3 2025 on November 5, with the company falli ...

Market Overview - Major U.S. indices closed mixed, with the Dow Jones Industrial Average up 1.2% to 47,927.96 and the S&P 500 up 0.2% to 6,846.61, while the Nasdaq fell 0.25% to 23,468.30 [1] Advanced Micro Devices Inc. (AMD) - AMD shares closed down 2.65% at $237.52, with an intraday high of $248.46 and a low of $234.64; however, the stock rose nearly 4.8% to $248.87 in after-hours trading [1][2] - AMD set ambitious growth targets during its analyst day, anticipating a revenue compound annual growth rate exceeding 35% over the next three to five years, driven by its expanding portfolio in high-performance and AI compute [2] Oklo Inc. (OKLO) - Oklo's stock fell 6.50% to close at $104.22, with a high of $111 and a low of $103.64; it rose nearly 1.8% to $106.09 in extended trading [3][4] - The company reported a wider-than-expected loss for Q3, with a loss of $0.20 per share, missing analyst expectations of a 12-cent loss, primarily due to payroll and stock-based compensation expenses [3] - The Department of Energy approved the Nuclear Safety Design Agreement for Oklo's Aurora Fuel Fabrication Facility, which will supply fuel for its first commercial-scale reactor [4] AppLovin Corp. (APP) - AppLovin shares declined 8.66% to finish at $594.91, attributed to a broader market pause in the high-growth tech sector rather than company-specific news [5] Viking Therapeutics Inc. (VKTX) - Viking Therapeutics saw a 7.49% increase, closing at $40.60, with a high of $40.69 and a low of $37.06; it rose 4.1% to $42.28 in after-hours trading [6] - Stanley Druckenmiller's family office purchased about 549,000 shares at $25.33 in Q2, with renewed investor optimism around the company's weight-loss drug pipeline [7] Novo Nordisk A/S (NVO) - Novo Nordisk shares rose 6.99% to $49.15, with an intraday high of $49.42 and a low of $47.05; the stock rose 1.3% to $49.79 in after-hours trading [8] - Despite losing a bidding war for Metsera Inc. to Pfizer, Novo Nordisk's stock gained as the company cut the price of its Wegovy drug in India to capture market share in the obesity treatment market [8]

Group 1 - Oaklo has received approval from the US Department of Energy for the nuclear safety design agreement for its Aurora fuel fabrication facility at Idaho National Laboratory, establishing a faster authorization pathway for US nuclear fuel production [1][2] - The Vinfast VF9 has established a presence in Canada's electric vehicle market as a full-size luxury electric SUV, offering a range of up to 518 km and 42 horsepower, appealing to families and professionals [2] - Hessi technology has been selected by Lee Auto as the exclusive lighter supplier for its next generation assisted driving platform, enhancing intelligent driving safety through automotive grade LAR technology [3] Group 2 - Wallbox has introduced the Supernova Power Ring, a modular fast charging system capable of delivering up to 400 kW per vehicle and a total shared capacity of 720 kW for destination and semi-public sites, maximizing efficiency and cost-effectiveness [3][4] - The Supernova Power Ring allows for intelligent power distribution across multiple chargers, providing scalable configurations to meet varying site demands [4]

Group 1 - The Dow Jones Industrial Average reached a record close, increasing by 559 points, indicating a strong performance in the blue-chip segment of the market [2][5]. - Despite a mixed performance across key benchmarks, the overall stock market is showing signs of maintaining an upward trend [2]. - The nuclear startup Oklo reported its Q3 financials, with its stock down 46% from its peak on October 15, highlighting volatility in the nuclear sector [3][5]. Group 2 - Amgen is attempting to close in on a key technical measure, indicating potential growth opportunities in the biotech sector [5]. - Merck is competing with Amgen and Regeneron by lowering cholesterol levels by 60%, showcasing advancements in pharmaceutical treatments [5]. - The upcoming week is expected to feature earnings reports from several AI infrastructure companies, including Cisco, CoreWeave, and Nebius, reflecting ongoing interest and investment in AI technologies [5].

Core Insights - The company operates in a sector akin to gold mining or biotech, relying on regulatory approvals for significant growth opportunities [1] - The focus is on producing power, a highly valuable and under-supplied commodity in the U.S., presenting a substantial market opportunity [2] - The company is uniquely positioned to leverage regulatory changes and has a reactor design that can utilize multiple fuel sources, enhancing its competitive advantage [3][8] Regulatory Environment - Recent executive orders have de-risked the regulatory landscape, which is crucial for the company's growth trajectory [4] - The company has experienced a shift in regulatory dynamics, with faster fuel permitting processes now in place, indicating a positive trend for future operations [14] - Ongoing collaboration with government entities like the Department of Energy and NRC is essential for navigating regulatory challenges [13] Fuel Supply and Recycling - The company has access to unique fuel sources, including excess plutonium from government stockpiles, which can significantly reduce reliance on enriched uranium [9][10] - Recycling used fuel presents a major opportunity, potentially saving costs and creating additional revenue streams [11] - The energy remaining in used fuel in the U.S. is equivalent to approximately 1.2 trillion barrels of oil, highlighting the vast potential in waste energy utilization [16]